Carson Wealth (CWM LLC)’s First Business Financial Services FBIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80K | Buy |
1,579
+666
| +73% | +$33.7K | ﹤0.01% | 2901 |
|
|
2025
Q1 | $43K | Buy |
913
+299
| +49% | +$14.1K | ﹤0.01% | 3093 |
|
|
2024
Q4 | $28K | Buy |
614
+74
| +14% | +$3.38K | ﹤0.01% | 3215 |
|
|
2024
Q3 | $25K | Buy |
540
+243
| +82% | +$11.3K | ﹤0.01% | 3219 |
|
|
2024
Q2 | $11K | Buy |
297
+284
| +2,185% | +$10.5K | ﹤0.01% | 3475 |
|
|
2024
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 4436 |
|